Chris Welsford, Managing Director, Independent Financial Adviser and Investment Adviser. Chris is a graduate of the University of Southampton (1986) with a B.Sc Hons in Social Sciences Politics.
He joined the UK's first execution-only share-dealing service, Sharelink, as a Client Account Manager on the 20th October 1987 the day after Black Monday. He then worked in IT accountancy sales before joining one of the last Canadian mutual life insurance companies, Confederation Life in 1992 as a life Underwriter. In 1993 he joined Laurentian Mildon as a financial adviser and Mentor for their fees based financial planning service.
He established Ayres Punchard in 1995 specialising in fees based advice and ethical investing, which remains a core value and a strong part of the investment process employed today. Chris believes that there is firm evidence to show that by taking Environmental, Social and Governance factors into account, when analysing investment funds and constructing portfolios, more sustainable investment outcomes can be achieved.
Chris is committed to the highest professional standards and holds the IMC (Investment Management Certificate) and is an IMC member of the Chartered Financial Analysts Society of the UK.
He is also a Chartered Member of the Chartered Institute of Securities and Investment.
In addition he holds the Chartered Insurance Institute's CF8 Long Term Care Insurance qualification and is therefore qualified to provide advice to clients and their representatives on matters associated with long-term care fees planning, affairs of the elderly and those in need of, or already under, a power of attorney.
Ayres Punchard won at the Sustainable Investment Firm at Worthstone's SIA Impact Awards 2018.